First West Financial Advisor Position

Location: Oliver

Take your career to new heights with First West as a Financial Advisor, delivering impactful financial services and building lifelong member relationships.

Your role involves providing customer-centric solutions and expert guidance on complex lending and investment options.

As a Financial Advisor, you'll not only manage a diverse portfolio of members but also proactively support branch objectives through promotion and effective member services. Your insights will be essential for identifying life stage financial needs and ensuring members receive appropriate specialist referrals.

Key Responsibilities:

• Establish strong member relationships through insightful advice

• Process various complex member transactions swiftly

• Drive branch goals through proactive promotions

• Carry out key administrative functions for efficient service

• Engage actively with the local community

Requirements:

• Diploma or relevant work experience required

• Must possess a Mutual Funds License

• Two years of experience in a financial advisory role

• Ability to prioritize and organize tasks effectively

• Proficiency in Microsoft Office and relevant banking tools

Apply your skills in financial advising and member service at First West to make a lasting difference.
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